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The Chartered Insurance Institute (CII) is calling upon the insurance and financial planning profession to help improve women’s financial security. A new report by the CII has shown that a combination of growing debt, lower earnings and a lack of confidence about financial matters is putting millennial women at greater risk of poverty in...

Financial services profession’s confidence in UK economic outlook is on the up, says CISI. The financial services profession’s confidence in the UK’s economic prospects has improved over the last 12 months, according to the latest Chartered Institute for Securities & Investment (CISI) survey. The CISI, the 45,000 strong professional body for those working in...

AJ Bell has launched four new income-focused portfolios within its Managed Portfolio Service. The four funds have been designed to provide a specific level of income, offering either capital or inflation protection, the firm said. The funds are divided into two different investment strategies, which are available as a passive or active underlying portfolio....

The Chancellor’s Spring Statement was met with mixed response from industry experts, with little in the way of new or unexpected policy announcements. The Chancellor used today’s Statement as an opportunity to unveil stronger economic growth, forecast to be 1.5% in 2018, up 0.1% on the previous projection. He also said the Office for...

It’s far from time to head for the exits, says Colin McLean, managing director, SVM Asset Management Welcome news for savers with cash in the bank can be a warning of challenges ahead for shares and bonds. While it’s a time to be more aware of the risks in shares, it may not yet...

Jamie Evans, Business Development Manager, Seven Investment Management celebrates the launch of the 7IMagine app, factfind, cashflow tool, risk discussion tool – free to download and use with clients. A long time ago in a galaxy far far away…Okay, so it was only five years ago – although it feels a lot further in the...

A group of MPs has called upon the government to radically shake up the ISA market and create a new “Everything ISA”. The eight-strong Association of Accounting Technicians (AAT) ISA Working Group, made up of senior figures from the Conservative, Labour and Scottish National parties as well as experts from the savings industry and...

CashCalc has announced two new partnerships, designed to provide greater efficiencies within the financial planning process. The cashflow planning software provider is integrating Enable, the specialist back office developed by Creative Technologies, which will allow advisers to push client information from their Enable account into their CashCalc account. Information including client details, savings and...

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Featured Videos

In this video, with Elsa Ordonez Garcia, paraplanner with Mazars, shares her view on how to get the best from the adviser/paraplanner relationship.

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Paraplanner profile December - Rob Kingsbury talked to Kirsty Stone, CISI Paraplanner of the Year 2017, about being a Law graduate, volunteering for Citizens Advice Bureau, working at Pension Wise and becoming senior paraplanner at Dart Capital.

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Professional Paraplanner Technical Insight Seminars continue this autumn starting on 6 September in Edinburgh.
Attendance is free for paraplanners.

If you are undecided on whether to attend one of our Seminars – or you need some ammunition to put forward your case for attending – in the video below see what some of the paraplanners at the London event thought of the day.

We have three great days lined up for you at each of our events - featuring plenary sessions and workshops – and we look forward to seeing you there.

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For our September issue, we filmed our Paraplanner Profile Caroline Stuart talking about why she will be hosting the national Paraplanners Powwow this year.

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Possibly the best para-life-planning role in the world

Great opportunity to be a key part of a fintech enabled team set on transforming the Wealth Management sector.

Check out the role in the jobs section - www.professionalparaplanner.co.uk/jobs

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Alan Gow, Owner, Argonaut Paraplanning, Outsourced Paraplanning Services Provider, gives us an insight into his experience as a delegate at the Technical Insight Seminar, Bristol, 9th November 2016.

Thirty five paraplanners from across the South-West joined us at the Aztec Hotel & Spa for an educational seminar. The delegates heard speakers from The FCA, Technical Connection, Invesco Perpetual, BlackRock iShares, Fidelity, Columbia Threadneedle and Investec Structured Product on a wide range of topics.

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Ashley Maloney, Paraplanner at Vestra Wealth LLP, gives us an insight into her experience as a delegate at the Technical Insight Seminar, London, 8th June 2016.

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Bobby Owen, Intermediary Distribution, Structured Equity Derivatives, Investec talks us through his experience at a speaker at the Technical Insight Seminar, London, 8th June 2016.

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